Retirement Planning in Atlanta

Retirement, at its best, is the longest vacation of your life. It is a period to pursue goals and leisure that weren’t available to you during your working years. By making the most of your working years, you can enjoy retirement with financial peace of mind. But how do you assess the financial risks of retirement while you have time to correct or change your course? At Scarlet Oak Financial Services, we want to be your retirement guide.

We can help with your important
retirement questions

  • What is important to you for your retirement?

  • Are you able to take a measured view of your investment strategy and risk tolerance?

  • Have you reviewed ways to maximize your Social Security benefits in a way that coordinates with your other retirement income sources?

  • Are you prepared to live into your 90s or beyond?

  • Will your assets last as long as you live, or will you run out of money in retirement because you have spent too much?

  • Can you financially weather future inflation and rising healthcare costs?

  • Have you developed multiple income streams?

We help you prepare for retirement with a multilayered plan

Retirement Five-Step Process:



What do you want your retirement to look like?


Establish a current versus retirement budget that realistically distinguishes wants from needs. Consider health care, long-term care, assisting family members, and other expenses.

Income Distribution Plan

Create and implement a retirement income distribution plan that incorporates dependable income streams including Social Security, pensions, and annuities that will replace your working income.

Estate, Tax, and Legacy Planning

Ensure that you have a tax and estate plan in place.


Set the date to step back or completely retire.

If you are ready to have some clarity with your retirement planning, contact us to set up a complimentary visit. We work with clients in Atlanta and across the country. Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.

Explore Our Retirement Planning Services

  • Retirement Goal Setting and Planning

  • Account Services – IRA, Roth IRA, 401(k) Rollovers, Roth Conversions

  • Retirement Projections

  • Long-Term Care Planning

  • Social Security Planning

  • Wealth Management